Causeway Strategic Financial Advisors

Causeway Strategic Financial Advisors Jerry can help you manage the certainty of uncertainty. Jerry will assist you in reviewing your retirement planning horizon.

He'll look at strategies, tactics and show you tools to help you to pursue your goals. Jerome Sullivan (CA Insurance Lic. #0668720) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are se

parate from and not offered through Commonwealth Financial Network. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
09/03/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

Three steps may make a difference if you find yourself suddenly single.
08/31/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
08/30/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

Take an inside look into Simplified Employee Pension plans.
08/27/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Extended care refers to services needed by those who have a chronic illness or disability.
08/24/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

How many credit cards do you have?
08/23/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
08/20/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Curious about how your dollars can support the causes you care about? Learn how ESG investing works and what to consider...
08/17/2026

Curious about how your dollars can support the causes you care about? Learn how ESG investing works and what to consider before getting started

Find out how to align your money with your personal values with this helpful introduction to sustainable investing.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
08/16/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
08/13/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

Address

3007 Douglas Boulevard , Ste. 150
Vacaville, CA
95661

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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